C. Morrison Ins & Fin Svc Inc
Plan context: CHERIE MORRISON INSURANCE AND FINANCIAL 401K PLAN
EIN 80-0334050 • Apex, NC • 6 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$99,190
2024 Contributions
$9,351
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $99,190 | $9,351 | $1,336iApproximate average salary by contribution assumption: employee only about $33,396 at 4% or $22,264 at 6%; with 50% employer match about $22,264 at 4% or $14,843 at 6%; with 100% employer match about $16,698 at 4% or $11,132 at 6%. |
| CHERIE MORRISON INSURANCE AND FINANCIAL 401K PLAN | - | 7 | $99,190 | $9,351 | $1,336iApproximate average salary by contribution assumption: employee only about $33,396 at 4% or $22,264 at 6%; with 50% employer match about $22,264 at 4% or $14,843 at 6%; with 100% employer match about $16,698 at 4% or $11,132 at 6%. |
| 2023 | 1 | 7 | $75,511 | $12,370 | $1,767iApproximate average salary by contribution assumption: employee only about $44,179 at 4% or $29,452 at 6%; with 50% employer match about $29,452 at 4% or $19,635 at 6%; with 100% employer match about $22,089 at 4% or $14,726 at 6%. |
| CHERIE MORRISON INSURANCE AND FINANCIAL 401K PLAN | - | 7 | $75,511 | $12,370 | $1,767iApproximate average salary by contribution assumption: employee only about $44,179 at 4% or $29,452 at 6%; with 50% employer match about $29,452 at 4% or $19,635 at 6%; with 100% employer match about $22,089 at 4% or $14,726 at 6%. |
| 2022 | 1 | 7 | $49,138 | $27,900 | $3,986iApproximate average salary by contribution assumption: employee only about $99,643 at 4% or $66,429 at 6%; with 50% employer match about $66,429 at 4% or $44,286 at 6%; with 100% employer match about $49,821 at 4% or $33,214 at 6%. |
| CHERIE MORRISON INSURANCE AND FINANCIAL 401K PLAN | - | 7 | $49,138 | $27,900 | $3,986iApproximate average salary by contribution assumption: employee only about $99,643 at 4% or $66,429 at 6%; with 50% employer match about $66,429 at 4% or $44,286 at 6%; with 100% employer match about $49,821 at 4% or $33,214 at 6%. |
| 2021 | 1 | 7 | $30,083 | $28,203 | $4,029iApproximate average salary by contribution assumption: employee only about $100,725 at 4% or $67,150 at 6%; with 50% employer match about $67,150 at 4% or $44,767 at 6%; with 100% employer match about $50,363 at 4% or $33,575 at 6%. |
| CHERIE MORRISON INSURANCE AND FINANCIAL 401K PLAN | - | 7 | $30,083 | $28,203 | $4,029iApproximate average salary by contribution assumption: employee only about $100,725 at 4% or $67,150 at 6%; with 50% employer match about $67,150 at 4% or $44,767 at 6%; with 100% employer match about $50,363 at 4% or $33,575 at 6%. |
| 2017 | 1 | 0 | $0 | $0 | - |
| C. Morrison Ins & Fin Svc Inc 401(K) Plan | - | 0 | $0 | - | - |
| 2015 | 1 | 0 | $0 | $0 | - |
| C. Morrison Ins & Fin Svc Inc 401(K) Plan | - | 0 | $0 | - | - |